LPL Financial Holdings Inc

자세한 내용은 회사

회사 정보

종목 코드 LPLA

회사 이름LPL Financial Holdings Inc

상장일Nov 18, 2010

CEOMr. Richard (Rich) Steinmeier

직원 수9000

유형Ordinary Share

회계 연도 종료Nov 18

주소4707 Executive Drive

도시SAN DIEGO

증권 거래소NASDAQ Global Select Consolidated

국가United States of America

우편 번호92121

전화18008777210

웹사이트https://lplfinancial.lpl.com/

종목 코드 LPLA

상장일Nov 18, 2010

CEOMr. Richard (Rich) Steinmeier

회사 임원

이름

이름/직위

직위

주식 보유

변동

Mr. James S. Putnam

Independent Non-Executive Chairman of the Board

122.80K

+0.01%

Mrs. Anne M. Mulcahy

Independent Director

36.37K

+2.57%

Mr. Richard (Rich) Steinmeier

Chief Executive Officer, Director

22.11K

-17.26%

Mr. Richard P. Schifter, J.D.

Independent Director

17.11K

+0.08%

Mr. Greg Gates

Managing Director, Chief Technology and Information Officer

12.38K

-10.81%

Mr. Matthew Enyedi

Managing Director - Client Success

10.24K

-0.60%

Mr. Matthew J. (Matt) Audette

President, Chief Financial Officer

8.43K

-30.94%

Ms. Aneri Jambusaria

Managing Director - Wealth Management

5.58K

-1.41%

Ms. Allison H. Mnookin

Independent Director

5.51K

+0.04%

Mr. Albert J. (Al) Ko

Independent Director

2.57K

+54.95%

이름

이름/직위

직위

주식 보유

변동

Mr. James S. Putnam

Independent Non-Executive Chairman of the Board

122.80K

+0.01%

Mrs. Anne M. Mulcahy

Independent Director

36.37K

+2.57%

Mr. Richard (Rich) Steinmeier

Chief Executive Officer, Director

22.11K

-17.26%

Mr. Richard P. Schifter, J.D.

Independent Director

17.11K

+0.08%

Mr. Greg Gates

Managing Director, Chief Technology and Information Officer

12.38K

-10.81%

Mr. Matthew Enyedi

Managing Director - Client Success

10.24K

-0.60%

수익 분석

통화: USD마지막 업데이트: Wed, Mar 12

FY2019

사업별USD

이름

수익

비율

Annuities

1.00B

52.89%

Mutual funds

589.41M

31.15%

Fixed income

126.13M

6.66%

other

96.62M

5.11%

Equities

79.45M

4.20%

데이터 없음

사업별

지역별

사업별USD

이름

수익

비율

Annuities

1.00B

52.89%

Mutual funds

589.41M

31.15%

Fixed income

126.13M

6.66%

other

96.62M

5.11%

Equities

79.45M

4.20%

주식 보유 통계

마지막 업데이트: Sat, Aug 16

주주

주주 유형

주주

비율

The Vanguard Group, Inc.

10.05%

Boston Partners

4.60%

BlackRock Institutional Trust Company, N.A.

4.41%

Janus Henderson Investors

3.85%

Dodge & Cox

3.38%

기타

73.72%

주주

비율

The Vanguard Group, Inc.

10.05%

Boston Partners

4.60%

BlackRock Institutional Trust Company, N.A.

4.41%

Janus Henderson Investors

3.85%

Dodge & Cox

3.38%

기타

73.72%

주주 유형

주주

비율

Investment Advisor

45.54%

Investment Advisor/Hedge Fund

36.41%

Hedge Fund

10.87%

Pension Fund

2.50%

Research Firm

2.39%

Bank and Trust

1.54%

Sovereign Wealth Fund

1.41%

Individual Investor

0.54%

Insurance Company

0.14%

기관 주식 보유

마지막 업데이트: Tue, Jul 1

보고 기간

기관 수

보유 주식

비율

변동

2025Q2

1492

82.27M

103.50%

+3.72M

2025Q1

1532

80.52M

100.85%

+3.23M

2024Q4

1478

73.56M

98.63%

-5.28M

2024Q3

1420

73.69M

98.51%

-5.08M

2024Q2

1392

73.47M

98.34%

-6.34M

2024Q1

1358

74.12M

99.20%

-5.45M

2023Q4

1312

72.67M

97.32%

-7.05M

2023Q3

1276

73.83M

97.60%

-7.64M

2023Q2

1251

73.96M

96.49%

-8.10M

2023Q1

1225

76.53M

97.68%

-5.22M

주주 활동

이름

보유 주식

비율

변동

Chg %

날짜

The Vanguard Group, Inc.

7.34M

9.18%

+154.03K

+2.14%

Mar 31, 2025

Boston Partners

3.51M

4.39%

-391.26K

-10.02%

Mar 31, 2025

BlackRock Institutional Trust Company, N.A.

3.51M

4.39%

-43.28K

-1.22%

Mar 31, 2025

Janus Henderson Investors

3.07M

3.83%

+15.82K

+0.52%

Mar 31, 2025

Dodge & Cox

1.52M

1.9%

+1.05M

+224.07%

Mar 31, 2025

Kayne Anderson Rudnick Investment Management, LLC

2.68M

3.35%

+20.88K

+0.78%

Mar 31, 2025

MFS Investment Management

1.51M

1.89%

+396.85K

+35.64%

Mar 31, 2025

Fidelity Management & Research Company LLC

2.68M

3.36%

+257.80K

+10.63%

Mar 31, 2025

Lone Pine Capital, L.L.C.

1.76M

2.21%

-158.73K

-8.26%

Mar 31, 2025

WCM Investment Management

1.64M

2.04%

-6.26K

-0.38%

Mar 31, 2025

관련 ETF

마지막 업데이트: Sat, Sep 6

이름

비율

Otter Creek Focus Strategy ETF

5.1%

Virtus KAR Mid-Cap ETF

3.78%

Argent Mid Cap ETF

3.6%

AdvisorShares Gerber Kawasaki ETF

3.3%

Gabelli Financial Services Opportunities ETF

3.1%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

2.94%

Future Fund Long/Short ETF

2.78%

NYLI Winslow Focused Large Cap Growth ETF

2.58%

PGIM Jennison Focused Mid-Cap ETF

2.56%

Nuveen ESG Mid-Cap Growth ETF

2.56%

Otter Creek Focus Strategy ETF

비율5.1%

Virtus KAR Mid-Cap ETF

비율3.78%

Argent Mid Cap ETF

비율3.6%

AdvisorShares Gerber Kawasaki ETF

비율3.3%

Gabelli Financial Services Opportunities ETF

비율3.1%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

비율2.94%

Future Fund Long/Short ETF

비율2.78%

NYLI Winslow Focused Large Cap Growth ETF

비율2.58%

PGIM Jennison Focused Mid-Cap ETF

비율2.56%

Nuveen ESG Mid-Cap Growth ETF

비율2.56%

주식 배당금

지난 5년 동안 총 420.94M USD의 배당금이 분배되었습니다.

날짜

배당금

기준일

지급일

배당락일

Jan 30, 2025

LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 25, 2025 going ex on Mar 11, 2025

Mar 11, 2025

Mar 25, 2025

Mar 11, 2025

Oct 31, 2024

LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Dec 02, 2024 going ex on Nov 14, 2024

Nov 14, 2024

Dec 02, 2024

Nov 14, 2024

Jul 25, 2024

LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 23, 2024 going ex on Aug 09, 2024

Aug 09, 2024

Aug 23, 2024

Aug 09, 2024

May 03, 2024

LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 04, 2024 going ex on May 20, 2024

May 21, 2024

Jun 04, 2024

May 20, 2024

Feb 06, 2024

LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 26, 2024 going ex on Mar 11, 2024

Mar 12, 2024

Mar 26, 2024

Mar 11, 2024

Oct 27, 2023

LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Nov 27, 2023 going ex on Nov 08, 2023

Nov 09, 2023

Nov 27, 2023

Nov 08, 2023

Jul 27, 2023

LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 25, 2023 going ex on Aug 10, 2023

Aug 11, 2023

Aug 25, 2023

Aug 10, 2023

Apr 27, 2023

LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 01, 2023 going ex on May 17, 2023

May 18, 2023

Jun 01, 2023

May 17, 2023

Feb 03, 2023

LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 28, 2023 going ex on Mar 13, 2023

Mar 14, 2023

Mar 28, 2023

Mar 13, 2023

Oct 27, 2022

LPLA.NB Final Cash Dividend of gross USD 0.25 paid on Nov 28, 2022 going ex on Nov 09, 2022

Nov 10, 2022

Nov 28, 2022

Nov 09, 2022

주식 분할

날짜

유형

비율

데이터 없음

날짜

유형

비율

데이터 없음

340.520USD

LPL Financial Holdings Inc

340.520

개요

회사

금융

분석